Tobacco & Nicotine
Tobacco combines falling volumes with strong pricing, and is shifting towards vapour and oral products that carry lower regulatory risk. Cash generation is the whole investment case.
13 stocks
New
Increased
Maintained
Reduced
Closed
Funds Holding
2,100
Funds Holding Change
+151
Funds Holding Growth
+8%
Value
$149B
Holding in Top 10
61
Top 10 Change
-1
Top 10 Growth
-2%
Value Growth
+8%
New
274
Increased
742
Reduced
885
Closed
92
Capital Inflow
$5.41B
Capital Outflow
$6.68B
Net Capital Flow
-$1.27B
Capital Flow Change
-$865M
Calls
$1.05B
Puts
$1.13B
Net Calls
-$77.8M
Put/Call Ratio
1.07